Hello Team,
Could you clarify, is it possible to create the customer Parent/Child relationship in Sage X3?
If yes, could you provide screenshots on how to do it?
Hi Andrew,
You can use of the following fields on the customer screen to define relationships:
* Bill-to customer: the entity that will receive the invoices (from what the cutomer ordered)
* Pay-by customer: the entity that will pay those invoices
* Group customer: that's used normally for reporting purposes or statistics
* Risk customer: used to calculate the aggregate risk of that customer.
A typical situation where you used those fields would be something like a chain, with each shop ordering separately, and the bill going to the regional headquarters, and then paid by the central headquarter.
Hope it helps!
Hi Andrew,
You can use of the following fields on the customer screen to define relationships:
* Bill-to customer: the entity that will receive the invoices (from what the cutomer ordered)
* Pay-by customer: the entity that will pay those invoices
* Group customer: that's used normally for reporting purposes or statistics
* Risk customer: used to calculate the aggregate risk of that customer.
A typical situation where you used those fields would be something like a chain, with each shop ordering separately, and the bill going to the regional headquarters, and then paid by the central headquarter.
Hope it helps!
